DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $882M
1-Year Est. Return 8.21%
This Quarter Est. Return
1 Year Est. Return
+8.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$794M
AUM Growth
+$4.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,438
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$1.9M
3
+$1.34M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$451K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$434K

Top Sells

1
+$1.13M
2
+$348K
3
+$342K
4
DFAW icon
Dimensional World Equity ETF
DFAW
+$272K
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$217K

Sector Composition

1 Technology 1.08%
2 Consumer Discretionary 0.47%
3 Financials 0.43%
4 Materials 0.4%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$924 ﹤0.01%
62
+2
852
$921 ﹤0.01%
13
+3
853
$920 ﹤0.01%
6
854
$916 ﹤0.01%
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-13
855
$915 ﹤0.01%
6
-1
856
$915 ﹤0.01%
24
+2
857
$911 ﹤0.01%
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-2
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$906 ﹤0.01%
10
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$905 ﹤0.01%
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-7
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$904 ﹤0.01%
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861
$902 ﹤0.01%
6
862
$897 ﹤0.01%
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+2
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$897 ﹤0.01%
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864
$896 ﹤0.01%
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-40
865
$896 ﹤0.01%
4
-3
866
$892 ﹤0.01%
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-1
867
$890 ﹤0.01%
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868
$889 ﹤0.01%
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869
$889 ﹤0.01%
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870
$888 ﹤0.01%
13
871
$885 ﹤0.01%
8
-6
872
$883 ﹤0.01%
12
-1
873
$882 ﹤0.01%
39
+3
874
$875 ﹤0.01%
3
+1
875
$873 ﹤0.01%
16
33 34
35
36 37